13FBOX
ABRDN FDS · 13F 机构持仓分析
期权收益计算器 机构排行
A

ABRDN FDS

AGEM
持有机构数
57
机构合计市值 (Q2 2026)
$1.94亿
机构合计股数 (Q2 2026)
393.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+131.8万股
29 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-9.8万股
22 · 5 清仓 · ≈
⚖️ 净额
+122.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.94亿
持有机构数
57
新买入
17
加仓
12
减仓
17
清仓
5
持股不变
11
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
纽约梅隆银行Bank of New York Mellon Corp
0.01%#23$5,374.3万108.8万股$00股+108.8万股新买入
WADDELL & ASSOCIATES, LLC
2.31%2.14%#1$4,660.0万94.4万股$3,786.7万93.4万股+1.0万股+1.09%加仓
斯特林资本管理Sterling Capital Management LLC
0.46%0.45%#5$2,720.7万55.1万股$2,355.7万58.1万股-3.0万股-5.13%减仓
AE财富管理AE Wealth Management LLC
0.1%0.1%#13$2,144.2万43.4万股$1,817.5万44.8万股-1.4万股-3.08%减仓
Simplicity Wealth,LLC
0.28%0.42%#10$839.8万17.0万股$743.1万18.3万股-1.3万股-7.17%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#35$413.3万8.4万股$233.2万5.7万股+2.6万股+45.58%加仓
GTS SECURITIES LLC
0.08%0.07%#14$363.9万7.4万股$190.4万4.7万股+2.7万股+57.02%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.05%0.02%#17$342.1万6.9万股$121.9万3.0万股+3.9万股+130.51%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#38$253.9万5.1万股$173.8万4.3万股+8,583股+20.04%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#28$242.4万4.9万股$226.1万5.6万股-6,655股-11.94%减仓
FWG Investments, LLC.
1.15%1.21%#2$218.2万4.4万股$190.1万4.7万股-2,667股-5.69%减仓
亨廷顿国民银行HUNTINGTON NATIONAL BANK
0.01%0.01%#22$216.3万4.4万股$177.7万4.4万股00.00%持仓不变
Cetera投资顾问Cetera Investment Advisers
<0.01%#30$168.1万3.4万股$00股+3.4万股新买入
LifePlan Investment Advisors, Inc.
0.54%0.51%#4$156.2万3.2万股$129.2万3.2万股-206股-0.65%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#29$153.3万3.1万股$109.2万2.7万股+4,127股+15.34%加仓
Kingdom Financial Group LLC.
0.36%0.34%#7$140.4万2.8万股$120.5万3.0万股-1,279股-4.31%减仓
Lloyd Advisory Services, LLC.
0.44%0.34%#6$112.3万2.3万股$120.5万3.0万股-6,970股-23.47%减仓
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%#24$105.8万2.1万股$00股+2.1万股新买入
Quest 10 Wealth Builders, Inc.
0.55%0.51%#3$70.3万1.4万股$58.7万1.4万股-242股-1.67%减仓
Networth Advisors, LLC
0.34%0.35%#8$58.6万1.2万股$49.0万1.2万股-204股-1.69%减仓
TOUNJIAN ADVISORY PARTNERS, LLC
0.24%#11$56.5万1.1万股$00股+1.1万股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#49$54.6万1.1万股$34.0万8,388股+2,669股+31.82%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#51$50.6万1.0万股$17.5万4,717股+5,520股+117.02%加仓
Arcadia Wealth Management, LLC
0.14%0.14%#12$46.1万9,338股$39.1万9,630股-292股-3.03%减仓
富达投资FMR LLC
<0.01%<0.01%#54$45.0万9,108股$37.3万9,186股-78股-0.85%减仓
Corient私人财富Corient Private Wealth LLC
<0.01%#44$42.1万8,530股$00股+8,530股新买入
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#40$40.2万8,135股$33.0万8,135股00.00%持仓不变
Montgomery Financial Services LLC
0.34%#9$38.7万7,843股$00股+7,843股新买入
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#36$36.5万7,395股$29.8万7,358股+37股+0.50%加仓
First Heartland Consultants, Inc.
0.02%#20$35.6万7,204股$00股+7,204股新买入
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#41$26.0万5,259股$21.3万5,259股00.00%持仓不变
平行顾问Parallel Advisors, LLC
<0.01%<0.01%#25$25.8万5,233股$21.2万5,233股00.00%持仓不变
Slagle Financial, LLC
0.07%0.07%#15$25.0万5,054股$22.4万5,529股-475股-8.59%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#45$23.4万4,741股$32.4万7,991股-3,250股-40.67%减仓
B.O.S.S. Retirement Advisors, LLC
0.06%#16$22.8万4,610股$00股+4,610股新买入
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#43$21.0万4,338股$00股+4,338股新买入
SMART Wealth LLC
0.04%0.07%#18$20.6万4,170股$23.5万5,796股-1,626股-28.05%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%#42$20.3万4,103股$00股+4,103股新买入
Beacon Financial Strategies CORP
0.03%#19$5.5万1,119股$00股+1,119股新买入
GILL CAPITAL PARTNERS, LLC
0.01%0.01%#21$4.5万910股$3.7万910股00.00%持仓不变
Institute for Wealth Management, LLC.
<0.01%#26$3.7万759股$00股+759股新买入
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#50$2.6万527股$00股+527股新买入
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#47$2.5万516股$2.1万516股00.00%持仓不变
加拿大国家银行NATIONAL BANK OF CANADA /FI/
<0.01%#53$2.5万504股$00股+504股新买入
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#55$2.1万429股$1.7万429股00.00%持仓不变
CoreCap 顾问CoreCap Advisors, LLC
<0.01%<0.01%#37$2.0万399股$1.6万399股00.00%持仓不变
SOA Wealth Advisors, LLC.
<0.01%<0.01%#31$1.8万364股$1.5万362股+2股+0.55%加仓
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#46$9,629195股$1.5万379股-184股-48.55%减仓
Ascentis Independent Advisors
<0.01%<0.01%#34$8,960220股$8,960220股00.00%持仓不变
Strategic Wealth Partners, Ltd.
<0.01%<0.01%#39$8,665175股$7,078175股00.00%持仓不变

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